Target Statement
TrueGrit is seeking to acquire a growing B2B services business generating $750k - $1.5mm of SDE located in the Southeast or Mid-Atlantic, with a primary focus on the Healthcare Services, Financial Services, and Knowledge Industries
Target Sector Themes
Healthcare Services
- Payor Services & Cost Containment
- Care Management
- Tech-Enabled Services & Data
- Occupational Health & Safety
- Wellness & Wellbeing
- Home Health
Financial Services
- Insurance Distribution & Services
- Benefits Management
- Human Capital Management
- Retirement & Wealth Services
- Accounting & Tax Services
- Financial Technology
Knowledge Industries
- Certification
- Training & Education
- Info Governance, Risk, & Compliance
- Networking & Professional Organizations
- Tech-Enabled Services & Data
- K-12 / Higher-Ed Supplemental Programs
Target Company Characteristics
Target Transaction Dynamics
A privately owned or founder-led small business seeking a smooth, thoughtful ownership transition—whether due to retirement, succession planning, or unforeseen circumstances. TrueGrit is the right fit for an owner ready to 'pass the torch' to a driven, hands-on entrepreneur dedicated to preserving and building upon their legacy. The priority is ensuring the long-term success and well-being of your employees, customers, vendors, and the community well beyond the transition.